Exporting Transactions

[JG in London UK]

I'm a QB PAP using 2002 Premier, yet to upgrade to 2003.

I have run into a problem. I wish to use two Quickbooks datasets for one company. One financial (back office) the other Estimating (front office).

Simply I am wanting to transfer a transaction (an accepted Customer Estimate) from the Front to Back Office QB dataset system without rekeying the information.

Estimates comprise an average of 30 items, and a Customer Job can have numerous estimates from which a single Order results.

The reason for two datasets is to enable sufficient simultaneaous access to data files and to enhance processing speeds. In any given month I would expect perhaps 3k estimates to be generated but the business enjoy merely a success rate of 10% converting Estimates to Orders.

Anyone know of a work round? Or how to export/extract Transactions from the database and manipulate them in order to enable their import into a separate company file?

[RobJoy]

Ouch! Under File - Utilities - Import there is 'Import iif files' - I have browsed through this, and it looks hairy - the sort of process where one misplaced comma wrecks the whole caboodle. I have not actually tried to use it - I'm sure I've seen some posts on other subjects from greater minds who have!

To export data I think you can only use Excel - but maybe you could get from an Excel spreadsheet to an iif file.

Is your file so big that large quotes are really clogging things up?

[JG in London UK]

Dear Fellow Enthusiasts....

A solution has been found from Big Red Consulting at a cost of $79. An excel add-in.

A word of advice though, when using the UK version of QB, when running the Journal Report from the Accountants Report menu you need to make the following tweak which is not highlighted in the associated guidance notes from Big Red Cinsulting.

Clearly you need to select the Transaction Type "Estimate" BUT also you must toggle the Transaction Status to "non posted" or "either" rather than the default selection of "Posted".

JG


Hi John,

Thanks for your interest in BRC.



The Transaction & List Copier should do the trick. It will allow you to transfer both New estimates and Customers to the ‘master’ file from the Estimates file.

Please see http://www.bigredconsulting.com/abouttxcopier.htm and the in product instructions.



I have not tested this with UK QuickBooks (as I don’t have it), but setting up a test should be relatively easy. Please let me know the results if you do this.



Regards,

Tim

[gibbo]

We actually have a programme that we wrote in Australia that has been doing this for a year. Unfortunately it only works with the Australian version of QuickBooks. It is our intention to rewrite it this year when we get the xml-based sdk so that we can make it available for the world. have a look at www.ozbizsolutions.com.au for Qb2Qb.